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This website is operated by Kotak, Mahindra Asset Management (Singapore) Pte. Ltd. (“Kotak”, “we” and/or “us”), an investment manager authorised regulated by the Monetary Authority of Singapore and contains information and documents relating to certain funds (together the “Funds”) managed by Kotak.

The contents of this Website is for information purposes only and does not constitute an offer, solicitation, inducement, commitment or invitation to subscribe for or to purchase, sell or hold any interest in any of the Funds or any other entity. Nothing on this Website or in the materials referred on the Website constitutes or is intended to constitute financial, tax, legal or other advice

Distribution of material contained in this website to any party is strictly prohibited and we owe no liability to you or any other person as a result of any loss arising as a result of relying on the information presented.

Regulatory notices

The Funds on which information has been provided on this website are not registered under the United States Securities Act of 1933, as amended ('the 1933 Act') or under any State securities laws and no shares may be offered or sold, directly or indirectly, in the United States except in a private placement. In addition, the funds are not registered under the United States Investment Company Act of 1940, as amended ('the 1940 Act') and the fund(s) will take reasonable steps to ensure that the shares are placed in a manner consistent with the exclusion of the funds from the definition of "investment company" provided by Section 3(c)(7) of the 1940 Act.


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Forms

  • Application Forms
  • SIP Forms
  • Information
  • Stewardship & Engagement
  • Financials
  • Banking Forms
  • Nomination Forms
  • Minor Forms
  • Transaction Forms
  • Change Of Details Forms
  • KYC Forms
  • MF Utility
  • Pledge Of Units
  • Utility Forms
  • Transmission Of Units
  • Third Party Payments

Quick Search & Download Forms

Application Forms

  • Key Information Memorandum and Application Forms
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  • Editable Application Form
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  • Common Application Form
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Information

SIP Forms

  • SIP Form
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  • Multiple SIP Form
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  • SIP Modification Form
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  • SIP Pause Form
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  • Editable NACH Form
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  • Flex SIP
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  • Flex STP
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  • Variable Transfer Plan
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  • STP Form / SWP Form
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  • Extension of STP Form - SWP Form
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  • Multiple SIP Form Editable
    Download
  • Smart STP Form
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  • Smart SIP Form
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  • Smart SWP Form
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Stewardship & Engagement

  • Stewardship Policy
    Download
  • Stewardship Report
    Download
  • Kotak Mutual Fund Voting Policy
    Download
  • Quarterly Voting Outcome and Rationale
    Download
  • Voting Policy Reports
    Download
  • Quarterly Summary Of Vote Cast
    Download

Financials

TRANSMISSION OF UNITS ON DEATH OF A UNITHOLDER

Transmission of Units is a process whereby units held by a deceased unitholder are transferred either to the nominee or to the legal heirs of the deceased unitholder as the case may be. The detailed guidelines for Transmission of Units under various situations / scenarios and the forms/formats and supporting documents to be submitted by the claimants under each scenario is provided below.

TRANSMISSION OF UNITS TO SURVIVING UNIT HOLDER(S) IN CASE OF DEATH OF THE 1ST HOLDER

  1. Transmission Request Form for Transmission of Units to the surviving unitholder/s.
  2. Death Certificate of the deceased unitholder(s) in original OR photocopy duly attested by a Notary Public or a Gazetted Officer.
  3. Copy of PAN Card of the Surviving Joint Holder(s) (if PAN is not provided already)
  4. Cancelled cheque of the new first unitholder, with the claimant’s name pre-printed OR Recent Bank Statement/Passbook (not more than 3 months old) of the new first holder.
  5. KYC Acknowledgment OR KYC Form of the surviving unit holder(s), if not KYC compliant.
Download

Transmission of Units is a process whereby units held by a deceased unitholder are transferred either to the nominee or to the legal heirs of the deceased unitholder as the case may be. The detailed guidelines for Transmission of Units under various situations / scenarios and the forms/formats and supporting documents to be submitted by the claimants under each scenario is provided below.

TRANSMISSION OF UNITS TO SURVIVING UNIT HOLDER(S) IN CASE OF DEATH OF THE 1ST HOLDER

  1. Transmission Request Form for Transmission of Units to the surviving unitholder/s.
  2. Death Certificate of the deceased unitholder(s) in original OR photocopy duly attested by a Notary Public or a Gazetted Officer.
  3. Copy of PAN Card of the Surviving Joint Holder(s) (if PAN is not provided already)
  4. Cancelled cheque of the new first unitholder, with the claimant’s name pre-printed OR Recent Bank Statement/Passbook (not more than 3 months old) of the new first holder.
  5. KYC Acknowledgment OR KYC Form of the surviving unit holder(s), if not KYC compliant.
Download

Transmission of Units is a process whereby units held by a deceased unitholder are transferred either to the nominee or to the legal heirs of the deceased unitholder as the case may be. The detailed guidelines for Transmission of Units under various situations / scenarios and the forms/formats and supporting documents to be submitted by the claimants under each scenario is provided below.

TRANSMISSION OF UNITS TO SURVIVING UNIT HOLDER(S) IN CASE OF DEATH OF THE 1ST HOLDER

  1. Transmission Request Form for Transmission of Units to the surviving unitholder/s.
  2. Death Certificate of the deceased unitholder(s) in original OR photocopy duly attested by a Notary Public or a Gazetted Officer.
  3. Copy of PAN Card of the Surviving Joint Holder(s) (if PAN is not provided already)
  4. Cancelled cheque of the new first unitholder, with the claimant’s name pre-printed OR Recent Bank Statement/Passbook (not more than 3 months old) of the new first holder.
  5. KYC Acknowledgment OR KYC Form of the surviving unit holder(s), if not KYC compliant.
Download

Stewardship & Engagement

  • Stewardship Policy
    Download
  • Stewardship Report
    Download
  • Kotak Mutual Fund Voting Policy
    Download
  • Quarterly Voting Outcome and Rationale
    Download
  • Voting Policy Reports
    Download
  • Quarterly Summary Of Vote Cast
    Download

Financials

Stewardship & Engagement

  • Stewardship Policy
    Download
  • Stewardship Report
    Download
  • Kotak Mutual Fund Voting Policy
    Download
  • Quarterly Voting Outcome and Rationale
    Download
  • Voting Policy Reports
    Download
  • Quarterly Summary Of Vote Cast
    Download

Financials